+9,685.3%
RTX vs WEC
+4,360.7%
+5,324.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.8% | -0.4% |
| 7D | -5.1% | -0.2% | -5.0% | -5.1% |
| 30D | +5.1% | +12.3% | -7.2% | +0.4% |
| 3M | -14.8% | +8.3% | -23.1% | -17.5% |
| 6M | +8.0% | +3.5% | +4.6% | +6.3% |
| YTD | +4.5% | +12.7% | -8.3% | -0.7% |
| 1Y | +9.8% | +8.2% | +1.7% | +6.1% |
| 3Y | +144.2% | +55.9% | +88.3% | +102.5% |
| 5Y | +131.4% | +51.2% | +80.2% | +91.9% |
| 10Y | +273.3% | +177.6% | +95.6% | +133.5% |
| All | +9,685.3% | +4,360.7% | +5,324.6% | +2,192.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling